Paige Goepfert in

Paige Goepfert

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Andersen US Client Group Lead-Private Client Services at Andersen
📍 Greater Chicago Area, United States

Paige Goepfert is the nationwide Client Group Lead for Andersens US Private Client Service practice and a Partner, specializing in tax planning and compliance for ultra-high net worth families and executives. She develops multi-generational wealth and estate planning transfers.

Outside of work, Paige has spoken at the Heckerling Institute on Estate Planning on ethics and has an interest in fine arts & collectibles. She is a Certified Public Accountant and a Certified Specialist in Estate Planning.

Paige frequently hosts webcasts and speaks at conferences regarding trends and planning for estate and wealth management.

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Experience
14 Years
Current Role
Andersen US Client Group Lead-Private Client Services
Job Level
Mid-senior
Location
Greater Chicago Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Paige cares about

Multi-Generational Wealth
As US Client Group Lead for Private Client Services at Andersen, Paige specializes in developing and implementing multi-generational wealth and estate planning transfers.
Estate Planning
Paige is a Certified Specialist in Estate Planning and frequently works with executors and estate administrators on various planning matters.
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Career

Work history

1-2025
Andersen US Client Group Lead-Private Client Services
Andersen
9-2017
Managing Director
Andersen
12-2011 - 9-2017
Senior Tax Manager
RSM US LLP
2-2011 - 12-2011
Tax Manager
Grant Thornton LLP
2-2011
Tax Manager
Baker Tilly Virchow Krause, LLP
In the press

Media appearances

Andersen Managing Director Paige Goepfert Will Be Speaking – Facebook Post. Featured in Facebook
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Andersen Managing Director Paige Goepfert Speaking at Heckerling Institute. Featured in Andersen
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Education
2001 - 2003
Bachelor of Science - BS
Brigham Young University
2003 - 2004
MAcc
Brigham Young University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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